• Retirement Planning
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  • Estate Planning
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    We tailor our compensation to your particular needs and goals. Our fee arrangements range from either flat fee-based planning, or to commissions of products that are purchased when implementing a proposed plan, as well as a fee based upon a percentage of assets under management. Your particular fee arrangement will be dependent upon your values and goals you wish us to help you achieve.



      Access your personally held accounts.

    		 

    We Specialize in Helping Clients That Desire the Following:

    • Need help navigating through the confusion of the financial world we live in today

    • Desire a Trusted Advisor relationship with a Certified Financial Planner©

    • Want to delegate the review and monitoring of their financial life so more time can be focused on significant, meaningful and important activities that can not be delegated (health, family, faith, fun)

    • Enjoy the simplicity and peace-of-mind that comes from having all investment assets with one Trusted Advisor

    • Like sharing the values-based financial planning experience with other people they know

    Whether it is your estate or the estate of a loved one, it takes planning to reduce estate taxes, probate costs, and various administrative hurdles — and to increase the transfer of wealth to heirs or to charity. Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. We can help you consider all your options, which may include revocable living trusts, credit shelter trusts, wealth replacement trusts, and charitable remainder trusts, among others. We work in partnership with your current advisors, accountants or attorneys, or provide professional referrals. For instance, we have an established strategic alliance with legal specialists in the area of Elder Care Law.
    		 

    A coordinated estate plan will help you save time, taxes and trouble and allow you to focus your time on Meaningful, Significant and Important activities in your life.

    You can do something. Or you can do nothing. If you choose to do nothing, then You choose to do something, Which is nothing! 

    —Ben Feldman

     
     
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    Securities offered through First Allied Securities, Inc. Member: FINRA / SIPC
    This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the     United States for residents of the United States . Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.